Tool Design Draftsperson Templates

Tool Design Draftsperson Templates

There is a huge number of templates that someone in the Tool Design Draftsperson role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Tool Design Draftsperson. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Tool Design Specification
2. Tool Design Checklist
3. Tool Design Drawing
4. Tool Design Bill of Materials
5. Tool Design Cost Estimate
6. Tool Design Change Request
7. Tool Design Test Report
8. Tool Design Progress Tracker
9. Tool Design Meeting Agenda
10. Tool Design Project Summary

Reports

Reports are often prepared by a Tool Design Draftsperson to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Tool Design Progress Report
2. Tool Design Cost Analysis Report
3. Tool Design Quality Assurance Report
4. Tool Design Project Timeline Report
5. Tool Design Material Inventory Report
6. Tool Design Equipment Utilization Report
7. Tool Design Error and Rework Report
8. Tool Design Supplier Performance Report
9. Tool Design Prototype Testing Report
10. Tool Design Customer Satisfaction Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Tool Design Draftsperson does and how they do it.

1. Design Review SOP
2. CAD Modeling SOP
3. Assembly Drawing SOP
4. Bill of Materials SOP
5. Tolerance Analysis SOP
6. Material Selection SOP
7. Prototype Testing SOP
8. Documentation Control SOP
9. Design Change Management SOP
10. Quality Control SOP

Presentations

Tool Design Draftsperson presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Project Progress Report
2. Design Review Presentation
3. Tooling Cost Analysis
4. Quality Control Metrics Presentation
5. Tool Design Training Session

Legal Docs

There are several key times when a Tool Design Draftsperson needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Intellectual Property Assignment Agreement
3. Employment Contract
4. Confidentiality Agreement
5. License Agreement

Health & Safety Templates

Health & Safety templates for a Tool Design Draftsperson ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Tool Design Draftsperson calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Timeline Calendar
2. Meeting Schedule Calendar
3. Production Schedule Calendar
4. Design Review Calendar
5. Task Assignment Calendar

Invoice Templates

Several types of Tool Design Draftsperson invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Tool Design Services Invoice
2. Tool Design Drafting Fee Invoice
3. Engineering Design Services Invoice
4. Tool Design Project Invoice
5. Drafting and Design Services Invoice

Survey Templates

For a Tool Design Draftsperson to get insights related to the work they do, they need to send out Tool Design Draftsperson surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Supplier Evaluation Survey

Meeting Agendas

Having premade Tool Design Draftsperson meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Design Review Meeting
2. Project Planning Meeting
3. Progress Update Meeting
4. Supplier Evaluation Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Tool Design Draftsperson would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Project Budget Template
4. Savings Goal Budget Template
5. Annual Budget Template

Dashboards

Dashboards are a useful way for a Tool Design Draftsperson to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Design Change Request Dashboard
3. Quality Control Dashboard
4. Production Efficiency Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tool Design Draftsperson needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. “Tooling Design Proposal”
2. “CAD Modeling Proposal”
3. “Prototype Development Proposal”
4. “Manufacturing Process Proposal”
5. “Cost Estimation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Tool Design Draftsperson templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.